Who We Are.
Real advisors. Real relationships. Meet the people building your financial future.
At Base Wealth Management, we are fiduciaries who offer comprehensive financial planning and investment management services, to those who are serious about their financial future, as a means of building wealth, increasing peace of mind, and creating more freedom in the lives of our clients.
Over the years, we've helped CEOs, executives, business professionals, athletes, firefighters, police officers, and dozens of other folks from all walks of life make the most of their retirement. When done right, financial planning is about more than just money. It's about integrity and building relationships, and those things are free.
Base Wealth's principles are deeply rooted in empathy, kindness, authenticity, honesty, and performance. Our aim is to serve as an integral advocate and partner to help our clients lay out the very best financial path for themselves.
For those who are ready, we're here to help clear your path forward, and then walk with you every step of the way.
What We Stand For
Our Core Principles.
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A 15-minute call is all it takes to get real clarity. No obligation, no sales pitch, just an honest conversation with a fiduciary who's legally required to put you first.
BASE WEALTH MANAGEMENT is an SEC-registered investment adviser and offers advisory services in jurisdictions where it is properly registered, notice-filed, or otherwise exempt from registration requirements. Base Wealth Management renders individualized responses to persons in a particular state only after complying with applicable SEC and state regulatory requirements or pursuant to an applicable exemption or exclusion. Registration with the SEC does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk, including the potential loss of principal. Past performance is not indicative of future results, and there can be no assurance that any investment strategy will be successful. There is no guarantee that any portfolio will achieve its investment objectives or outperform any benchmark or index.
Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.
This material is provided for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. It does not constitute tax or legal advice. References to market indices are for context only. Consult a qualified financial professional before making any financial decisions.
BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current and prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis. A copy of our current ADV Part 2 Brochure is available at adviserinfo.sec.gov.
The Retirement Reality Check is an educational tool intended to help individuals identify areas that may warrant further planning discussion. It is not a financial plan, investment recommendation, or guarantee of retirement readiness.
Statistics cited on this page are drawn from third-party research and are provided for general educational context only. Individual circumstances will vary. 1,2,5 Employee Benefit Research Institute (EBRI), 2023 Retirement Confidence Survey. ebri.org. 3 Federal Reserve, Report on the Economic Well-Being of U.S. Households (2023). federalreserve.gov. 4 Federal Reserve, Survey of Consumer Finances (2022). 5 Vanguard, How America Saves (2023); National Institute on Retirement Security, Retirement Insecurity 2024.
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